Role Summary We are seeking a proactive, bilingual Tax & Client Services Assistant to support our Accounting Manager and serve our international client base. This role blends client relations, administrative coordination, and foundational tax support.
Responsibilities and Specific Duties
- Serve as the primary point of contact between clients and the Accounting Manager. Screen and direct calls, welcome visitors with tact and diplomacy, and make outbound calls to government offices.
- Perform basic accounting duties, apply payments, and assist with tracking and organizing tax compliance documents (such as Form W-7, W-8BEN, and 1040-NR).
- Follow up with clients on pending actions, services, and leads. Maintain active communication across corporate departments, providing regular feedback to the accountants and sales team to keep workflows efficient.
- Utilize our CRM accurately to place orders, complete projects, and log all client interactions. Prepare and maintain task trackers and database reports.
- Determine priority matters for the Accounting Manager, handling tasks directly or redirecting them to staff as appropriate. Schedule meetings, draft professional letters and emails, and manage printing, scanning, filing, and mailing.
- Strictly safeguard the confidentiality of company and client financial information in accordance with policies, and take on special projects assigned by the department head.
Skills and Qualifications
- Education: Bachelor’s degree or equivalent.
- Experience: At least 1 year of experience as an Administrative Assistant and 1 year of experience as an Accountant, Financial Specialist, or in a related field.
- Tax Knowledge: Basic familiarity with U.S. tax processes for foreign nationals and IRS procedures.
- Languages: Fluency in Spanish is required; working proficiency in English is strongly desired (especially for IRS calls and documentation).
- Technical Skills: Proficiency in Microsoft Office Suite and Microsoft Teams; ability to quickly master CRM/order systems (Leafnet).
- Core Competencies:
- Strong analytical, problem-solving, and resourcefulness skills.
- Exceptional attention to detail, time management, and ability to prioritize and multitask in a fast-paced environment.
- Proactive, self-driven work ethic with the ability to work independently without close supervision, as well as collaboratively within a team.
- Strong customer service orientation with excellent written, verbal, and interpersonal communication skills.